Institutional Ownership Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK). We have compiled data on the 215 institutions that hold shares in the stock, with a total of 70.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
46,971,859
shares
|
$1.34 Billion
2.72% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Legacy Wealth Management, Inc
|
Apr 24, 2025 Q1 2025 |
6,893,528
shares
|
$196 Million
12.37% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
4,082,418
shares
|
$116 Million
22.95% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
2,633,266
shares
|
$74.9 Million
5.8% of portfolio
|
Q4 2024
Added 107.33%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
1,994,283
shares
|
$56.7 Million
7.2% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
854,195
shares
|
$24.3 Million
0.02% of portfolio
|
Q1 2025
Added 657.69%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
745,637
shares
|
$21.2 Million
9.67% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
494,359
shares
|
$14.1 Million
0.1% of portfolio
|
Q1 2025
Reduced 96.29%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
357,125
shares
|
$10.2 Million
10.92% of portfolio
|
Q1 2025
Reduced 42.51%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Apr 22, 2025 Q1 2025 |
343,601
shares
|
$9.78 Million
8.48% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
340,144
shares
|
$9.68 Million
0.8% of portfolio
|
Q1 2025
Added 12.11%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
310,113
shares
|
$8.82 Million
0.01% of portfolio
|
Q1 2025
Added 27.67%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
288,221
shares
|
$8.2 Million
0.18% of portfolio
|
Q3 2023
Reduced 2.43%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
200,177
shares
|
$5.7 Million
0.14% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
192,474
shares
|
$5.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
157,228
shares
|
$4.47 Million
0.01% of portfolio
|
Q1 2025
Added 27.68%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
136,558
shares
|
$3.89 Million
1.44% of portfolio
|
Q4 2024
Added 112.05%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
134,140
shares
|
$3.82 Million
0.14% of portfolio
|
Q4 2024
Added 98.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
128,554
shares
|
$3.66 Million
0.0% of portfolio
|
Q1 2025
Added 25.02%
|
|
|
Schwab Charitable Fund
|
Apr 09, 2025 Q1 2025 |
120,288
shares
|
$3.42 Million
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
120,127
shares
|
$3.42 Million
0.77% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
110,935
shares
|
$3.16 Million
0.02% of portfolio
|
Q4 2024
Added 100.28%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
92,625
shares
|
$2.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
80,228
shares
|
$2.28 Million
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
80,110
shares
|
$2.28 Million
0.0% of portfolio
|
Q1 2025
New holding
|